Connect Textline to your favorite apps with Zapier

Zapier is an online automation tool that connects Textline to thousands of other online apps across the web. It's easy to create your own Zaps, which behave like small programs that follow your instructions. 

For example: If you manage a Shopify store, you might create a Zap that watches your Shopify account for new orders, and then tells your Textline account to send a "thank you" message to each buyer after they check out. In this example, your Zap is triggered by new Shopify orders, and then takes the action of sending a message via Textline. You can automate all sorts of tasks by combining triggers and actions with Zapier.

Textline triggers & actions

Textline makes a single trigger available in Zapier called New Contact Message. This trigger gets fired whenever a contact sends a message to your Textline account.

Textline also makes three actions available in Zapier:

1. Send Message: to send a message from your Textline account to a contact.
2. Import Contact Message: to import a message as if a contact sent it to your Textline account.
3. Create/Update Contact: to add or modify an entry in your Textline address book.

Sample Zap ideas

Here are three example Zaps for inspiration:

1. Get notified when someone registers for an event on Eventbrite. Using Eventbrite's New Attendee trigger, you can copy the attendee's contact info to your Textline address book (using our Create/Update Contact action), then send a notification to your Textline account using our Import Contact Message action. The next time someone buys a ticket to your event, you'll receive a text message as if your attendee texted you as soon as they registered for your event. You can send a follow-up thank you message, or broadcast an important announcement to your attendees before the event. (Make sure your Eventbrite event collects cell phone numbers on your order form.)

2. Use an Unbounce pop-up to initiate conversations with customers. If your business uses Unbounce landing pages, your customers can text you right from a form or pop-up. Create a pop-up with a form that collects name, phone number, and a message. Your Zap will be triggered by Unbounce's New Form Submission trigger, and you'll pass the message to Textline using the Import Contact Message action.

3. Post new inbound Textline messages to Yammer. Keep an eye on questions coming from customers. Create a Yammer group called Textline. Then create a Zap using Textline's New Contact Message trigger and Yammer's Create Message action.

Got any great ideas for Zaps to automate your workflow? Email

Does your business text with customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

Related links:

Textline Organization settings: Tools & Integrations (requires admin access)
Textline Help Center: Zapier integration
Zapier blog: Use Textline to Support Your Customers and Answer Prospects via Text

Connect your Shopify store to Textline

Over 600,000 ecommerce businesses run their online stores with Shopify. With Textline's newest integration, Shopify merchants can provide exceptional customer support via text messaging.

* Share a textable phone number with your ecommerce team
* Let customers text your business using plain old text messaging
* View recent Shopify orders alongside SMS conversations
* Keep shoppers happy by resolving issues quickly

Learn more about connecting your Shopify store to your Textline account in the Textline help center.

Does your ecommerce team reply to text messages from shoppers? Sign up for a free trial to add business text messaging to your customer service toolset. Get a textable phone number in your local area code, or add text messaging capabilities to your existing business number.


Close deals faster with Textline and Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Pipedrive's interface lets you view your company's sales pipeline to understand which deals are on track to close.

Textline's new Pipedrive integration lets you see text message conversations associated with deals in your sales pipeline. Your Textline admin can connect your Pipedrive account by visiting Organization Settings > Tools & Integrations.

Does your sales team text with customers and prospects? Sign up for a free trial to add business text messaging to your sales toolbox. Get a textable phone number in your local area code, or add text messaging capabilities to your existing business number.

Related links:

Try Pipedrive for free
Textline's app in Pipedrive's Marketplace
- Upcoming webinar: A guided tour of Textline

Introducing Textline for Talkdesk users

If your business uses Talkdesk's call center software, you can now add business text messaging to your Talkdesk account with Textline's AppConnect app. Your team can share a textable phone number to text with customers. In addition to standard text messaging, Textline provides features like auto-responses, broadcast announcements, scheduled messages, shortcuts for FAQs, response time metrics, and more. Learn more on Talkdesk's blog.

Refer a friend to Textline: They get something & you get something

Got a friend who could use Textline's business text messaging? Textline users can score Amazon gift cards (up to $50) for spreading the word. Here's how it works:

1. Tell a friend: Spread the word about Textline and share your unique invitation link, found on your profile settings page.

2. Give something: When your friends sign up for Textline, they'll get an extra week added to their free trial, as long as they use your invitation link.

3. Get something: If your friend continues using Textline after their trial period, you'll get an Amazon gift card worth up to $50. (Gift card value depends on the pricing plan chosen by your friend's organization.)

Full details on Textline's customer referral program can be found in our Help Center.

Does your business text with customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

Boost your productivity with power user features

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Looking to supercharge your productivity? Here are a few tips for Textline power users that might help.

1. Search by tag

If you use tags to group your Textline contacts, you can search your address book for all entries matching a specific tag. You can also search for conversations with contacts matching a tag. Just search for tag:query and replace the word query with one of your tags. See the example pictured below. Learn more about using tags in the Textline Help Center.

One way to tag your address book is to import a spreadsheet full of contacts with tags. Learn more about importing contacts.

2. Share links to specific conversations

You can copy and paste links to specific Textline conversations for your own notes, to-do list, or to share with teammates. You can copy links from the message input box. See the screen shot pictured below. Links to conversations are only usable by people who have access to your Textline account and are signed in. Learn more in the Textline Help Center.

3. Use URL parameters to initiate outbound messages

Have you ever wished you could initiate a Textline conversation by tapping a link or button in another application or your own internal software tools? You can, if you understand how to construct URLs and how to encode URL parameters. For example, the URL below will initiate a message from your Textline account to the phone number +1 (415) 969-4136 with the message "Tell me more about how real estate professionals use Textline."

The three parameters appended to this URL are: 

phone_number: The recipient's phone number will be added to your Textline address book if it is not already there. Note that we encoded the "+" before the full 10-digit phone number in this example.

name: The recipient's name will also be added to your Textline address book, and needs to be encoded just like any other URL parameter.

message: The message will populate Textline's text input box, but you can edit the message before you tap Send. See the example pictured below.

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You can streamline your workflow by strategically placing Textline URLs where and when you need them. (You may need help from an HTML or web pro.) We'd love to hear how your organization uses any of these features. Send an email to or text us at +1 (415) 849-4349.

Does your business respond to text messages from customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

New feature: custom address book fields

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Organizations can now expand the Textline address book by adding whatever custom fields are relevant to a particular business use case. There are 5 different custom field types:

1. Single-line text fields can be used for just about any data you can imagine. Examples: company name, job title, birthday, nickname, maiden name, salesperson, account manager's name, user ID.

2. Use links to store URLs associated with a contact, such as a personal or business web page. Links can also be used for contacts' social media profiles on Facebook or Twitter. You may also want to store links to your organization's internal admin tools.

3. Email fields are for email addresses, naturally. Textline displays email addresses as clickable links.

4. Multi-line text fields can be used for longer entries such as customer preferences or special delivery instructions.

5. Use a checkbox for boolean values. For example, if new customers need to be approved or verified in some way, a Textline agent can mark a checkbox to indicate that.

Once you've added custom fields to your Textline address book, you can use the field names as column headers when importing contacts, too. For instructions with screen shots, see Textline's help center.

Note: Textline users must have admin access to add or edit custom address book fields. This feature is not available on the limited pricing plan.

Does your business respond to text messages from customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

5 tips for handling customer support during the holidays

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Black Friday and Cyber Monday are coming up, which means your company's customer support team will likely be dealing with a heavy load for the next few weeks. Customers appreciate speedy customer service during the holiday season. Your team can ramp up for the holiday rush with a textable phone number from Textline. Read on for tips on dealing with increased customer support requests:

1. Set up auto-responses

Use auto-responses to let your customers know if response times will be longer than usual during the holiday season. Set up an after-hours auto-response if your customer support team does not work around the clock. You might also link to your FAQ in your auto-responses.

2. Save shortcuts for your top FAQs

Are customers asking the same 3 questions over and over again? Save the answers to FAQs in shortcuts so you can answer quickly. For example, you may get a lot of questions about your refund/exchange policy. Have that information handy and save it in a shortcut.

3. Use Slack as an internal help line

Need assistance to answer a complicated customer support question? If your company uses Slack for internal communication, consider adding a Slack channel where customer service agents can post questions and get quick replies from co-workers. Be sure to check out Textline's Slack integration, too. 

4. Track your Net Promoter Score

Do your customer support interactions inspire loyalty? Find out for sure by sending Net Promoter Score surveys to your customers after resolving their issues. Start tracking NPS today so you can compare how your team performs during the holidays to the rest of the year. (Start now so you'll have metrics to beat next year!)

5. Relax

Remember that your customers are often stressed out during the holidays. Be prepared to deal with angry shoppers, and consider using positive language to offset their negativity. Try taking a meditation break with an app like Headspace or Calm.

Does your business respond to text messages from customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

How STYLEBEE uses Textline to connect stylists with clients


Working late but need to get ready for an evening gala? Have an early morning meeting you want to look just right for? Need to prep for a sunrise engagement photo shoot? Bring a hair or makeup stylist to your office, home, or hotel with STYLEBEE, a platform that connects beauty professionals with clients in San Francisco, Los Angeles, and Las Vegas.

Two lines of communication

As a connector, STYLEBEE relies on two lines of communication: one with clients requesting services and another with the professional stylists it calls upon to provide those services. STYLEBEE uses Textline's business text messaging to communicate with customers “if they have questions the day of, if we need to ask what their room number is, or to let them know their stylist is there and ready for them,” says Natasha Koroleva, STYLEBEE's operations manager.

Textline makes that communication easy and fast, says Koroleva. She prefers texting over calling clients, she says, because “we know they’re busy women.” And texting is “a little easier yet still more personal than email. We can respond quicker, especially if you get a lot of junk mail.”

Personal connections

Most importantly, Koroleva feels the ability to text easily has helped STYLEBEE form strong relationships with its clients. “You don’t get a text from just any business,” she says. “The clients feel a personal connection to the company because of the way they are receiving the communication. Some clients even save the number and know our names.”

Textline has helped STYLEBEE conduct the vital communications at the heart of its success. Sign up for a Textline free trial so customers can text your business today.

Meet us at the 2017 Los Angeles Real Estate Tech Conference

Meet the Textline team at Tech Estate Today's 2017 Los Angeles Real Estate Tech Conference on Thursday, November 16, 2017. If you are a real estate professional in Southern California, come to learn, network, and have some fun. And enjoy 15% off your conference ticket care of Textline by using promo code textline-tet when you sign up.

Textline's business text messaging isn't just for real estate pros, but our cloud-based software is especially popular with real estate brokers and agents, property managers, and others in the real estate ecosystem like title companies. Leasing agents use Textline to communicate with prospective tenants, and building managers use Textline to field maintenance requests from residents.

Read our recap of the 2017 Inaugural Silicon Valley Real Estate Tech Conference, also hosted by Tech Estate Today.

Are you a real estate professional whose clients or tenants prefer texting to old fashioned phone calls or email? If so, sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging to your existing business line.

How Gametime uses Textline to keep fans happy

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This year Inc. magazine named Gametime, a mobile ticketing app for sports, concerts, and theater, the third fastest-growing private company in America. Gametime, founded in 2013, prides itself as a leader in the experience economy, offering last-minute tickets to people who spend their money on experiences rather than things. The company also distinguishes itself with its customer service, responding to customers quickly to meet their needs.

The problem: clunky texting

Yet in its early days, responding to customers wasn’t as efficient as it could have been. And when customers are trying to get into an event and their tickets are delayed, or they need an update on their order status, communication is critical, says Zach Moore, Gametime’s Fan Happiness Manager. While Gametime has always used texting, email, and phone calls to communicate, its staff prefers text—email can be cumbersome for back-and-forth conversation, and phone calls require customers to pull away or even hang up to use the app.

Texting keeps everything mobile. “If you’re texting you can go back into the app or shoot us a quick response and stay within the app,” Moore says. But Gametime’s original system, a Google Voice number, had a clunky interface and made it difficult to send important announcements to groups or for multiple co-workers to participate in a single conversation. So the company used it infrequently, for last-minute and one-way communications.

The solution: smooth communication

When Textline came along in 2015, Gametime became one of its early users and found it solved those problems. “Once we started using Textline,” Moore says, “it was a two-way conversation, which is more helpful for the customers and for our team.” Now Gametime uses Textline to send updates on customers’ order status or to get more information to complete an order. The company also uses Textline as a tool to combat fraudsters.

With Textline, Gametime can respond to customers’ needs in a matter of seconds. “One of the things our team focuses on is our response-time metric, and Textline has been a big player in that,” Moore says. “Text messaging is mobile focused and Gametime is mobile focused, so the two really go hand in hand.”

Gametime’s ability to text its customers has helped it become one of the country’s fastest-growing private companies. Sign up for a Textline free trial so customers can text your business today.

10 changes coming to text messaging on iPhone X

Last week Apple introduced the iPhone X at the all-new Steve Jobs Theater, along with a new Apple TV 4K, Apple Watch Series 3, iPhone 8, and more. With new hardware and the launch of iOS 11, iPhone owners will soon enjoy several new features while using the popular Messages app.

1. See more with iPhone X

iPhone X features a stunning edge-to-edge OLED screen. The width of the iPhone X matches the 4.7-inch displays of the iPhone 6, 7, and 8 (when held in portrait mode). But the iPhone X gains 20% additional vertical space so you can see more of your conversations.

2. New iMessage App Store tray

iMessage Apps were introduced last year with the release of iOS 10. But the apps were difficult to find and use. In iOS 11, a new horizontal scrolling app dock is visible at the bottom of your conversations. Once you've upgraded to iOS 11, give iMessage apps and sticker packs another try!

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3. Type with one hand

iOS 11 makes it easier to type with one hand. When the keyboard is visible, tap and hold the smiling emoji key or the globe key at the bottom of the keyboard. A pop-up will allow you to select a left-handed or right-handed keyboard. If you prefer typing with a one-handed keyboard, you can make it permanent using the Settings app under General > Keyboard.

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4. Animoji with face detection

Face detection on the new iPhone X unlocks your device. But the same technology also lets you create 3D animated emoji that mimic your facial expressions in real time. Apple calls these Animoji. When you send Animoji using the Messages app on an iPhone X, your friends receive looping animations along with your audio voiceover. Animoji characters include a monkey, robot, alien, panda, unicorn, and of course the infamous pile of poop 💩

5. Mute specific contacts or group chats

iOS 11 allows you to selectively silence conversations in your Messages list. Swipe left on a row in your conversation list to reveal the button labeled Hide Alerts.

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6. New screen effects

iOS 10 introduced animated screen effects in iMessage like Confetti, Balloons, and Fireworks. iOS 11 adds two more effects called Echo and Spotlight.

7. Don't text and drive

If your iOS 11 device thinks you're driving, you'll be prompted to enter Do Not Disturb While Driving mode. Notifications won't distract you, and anyone who texts you will receive an auto-response to let them know you're driving. Don't worry, this feature is optional and highly customizable. Your contacts can still reach you in an emergency by typing the word "urgent."

8. Business Chat (coming soon)

Messages is used mostly for personal communication, but many iPhone users would like to use the same app to communicate with businesses, too. Apple introduced Business Chat earlier this year. As Business Chat rolls out, customers will be able to find businesses and start conversations from Safari, Maps, Spotlight, and Siri. Businesses will be able to use enterprise messaging platforms like Textline to answer questions and resolve issues. (Subscribe to be notified when Textline releases support for Apple's new Business Chat.)

9. Apple Pay in Messages (coming soon)

Text your friends real money along with stickers and emoji. Apple plans to release their own peer-to-peer money transfer service, Apple Pay Cash, later this year. iOS 11 and watchOS 4 users will be able to send and receive money using iMessage. Money will be deposited onto an Apple Pay Cash card that lives in Apple Wallet. 

10. iMessage meets iCloud (coming soon)

Apple will launch iMessage sync in an upcoming iOS 11 update. With help from iCloud, you'll be able to access your conversations from different devices and they'll stay in sync. (Deleting a message in one place will also delete it on all other connected devices.)

And the Hits Just Keep on Comin'

Believe it or not, there are even more changes coming to Messages that didn't make our top 10, like smarter auto-suggestions in the iOS keyboard. Some iOS 11 changes are found only on iPads, like punctuation and letters on the same keyboard. iPad also gains drag and drop functionality, so you can move photos and other files into and out of Messages without lifting a finger -- just tap, hold, and drag.

Does your business respond to text messages from customers? Sign up for a Textline free trial and get a textable phone number in your local area code, or add text messaging capabilities to your existing business phone number.

New integration: Help Scout + Textline

If your organization uses Help Scout to handle customer support email, you can connect Textline to a Help Scout mailbox. Once connected, new inbound texts will land in both Help Scout and Textline. As your team exchanges text messages with customers, the conversation transcript will stay up to date in both Help Scout and Textline. See the Textline Help Center for more details.

Like watching videos? This short YouTube video explains how to connect your existing Textline and Help Scout accounts. 

Get started with business texting: Start your Textline free trial today.

How to conduct NPS surveys over SMS

Net Promoter Score (NPS) is a popular metric used by brands to measure customer loyalty. Companies track NPS over time to make sure they're keeping their customers satisfied and always improving. NPS surveys are often administered over email. However, NPS surveys require only one question (a second question is optional) and text messaging has a much higher open rate and response rate than email. So, in this article, we'll show you how to send brief NPS surveys to your customers via SMS using Textline.

Quick history of NPS

NPS surveys were introduced to the business world by the December 2003 issue of Harvard Business Review with an article that went viral: The One Number You Need to Grow by Frederick F. Reichheld. The article explains, "By substituting a single question for the complex black box of the typical customer satisfaction survey, companies can actually put consumer survey results to use and focus employees on the task of stimulating growth."

NPS: The first question

The first survey question is:

On a scale from 0 to 10, with 10 being highest, what’s the likelihood that you would recommend us (our company) to a friend or colleague?

Customers' answers are scored as follows:

0 through 6: customer is known as a detractor
7 or 8: customer is considered passive
9 or 10: customer is called a promoter

Your NPS score is the percentage of customers who are promoters minus the percentage of customers who are detractors. Passives are not counted in the NPS calculation. A perfect score is 100 and the lowest possible NPS is -100.

NPS: The second question

The second optional question is a follow-up to the first: "Tell us a bit more about why you chose that score?" Companies use this qualitative data to figure out why they got the score that they did: What makes promoters happy? What is it detractors don't like? Using Textline to conduct NPS surveys by text message, you can follow up with any promoter, detractor, or otherwise (using a different Textline phone number).

How to

If you don't have an account already, sign up for a Textline free trial. Your first textable Textline phone number will be the one you use to close the loop with customers post-survey. (You can also use this phone number to handle any other customer support issues over SMS.) You'll get a second Textline phone number for NPS surveys. There are several options for selecting a list of customers to survey. One option is to create a simple spreadsheet and export it as a CSV file (that is, a Comma Separated Value file). See Textline's help center for complete instructions on sending NPS surveys.

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Your customers prefer to text your organization rather than call or email. Sign up for a Textline free trial and get a textable phone number in your local area code, or let us know if you'd like to add SMS capabilities to your existing phone number.

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Upgrade your old-fashioned landline by adding SMS

Did you know Textline can add text messaging capabilities to your existing business phone number? Once enabled, you and your team can send and receive text messages using your existing number by logging in to or using our mobile apps for iOS and Android. (Textline won't affect or change your ability to make and answer plain old voice calls.)

Three steps to text-enable your existing business phone number:

1. Sign up for a Textline free trial. During sign-up, Textline will assign a temporary phone number to your account. Once we finish upgrading your existing number, we'll swap out this temporary number and connect your existing phone number to your Textline account.

2. Verify ownership of your number. Once you are signed in to your Textline account, we need to verify that you are the rightful owner of your existing phone number. Our robot will call your existing phone number and ask you to enter a touch-tone code. Once verified, we'll do some work behind the scenes. (Please note that this process typically takes about a week. You can familiarize yourself with Textline using your temporary textable phone number while you wait.)

3. We will notify you when your upgrade is complete. We'll contact you to make sure you are ready to have your old number connected to Textline. Now your customers can call or text your company!

Visit Textline's help center to learn more about enabling SMS on your landline.

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